The Complete Trust Course
You need to understand the tax, financial and asset protection implications in choosing the right trust for your client. "The Complete Trust Course" is designed to help you through the decision maze and help your clients achieve their desired outcome with their estate plan. This course covers an extensive topical outline and provides valuable supporting course materials, including sample forms you can modify for your practice.
Matthew A. Bovino, Partner, Davidson, Dawson & Clark, LLP
Daniel L. Daniels, Partner, Wiggin and Dana
David T. Leibell, Partner, Wiggin and Dana
This program has been designed to meet the Connecticut State Board of Accountancy's rules for continuing education for accountants.
Maximum Recommended CPE: 8.0 credits